{"id":145459,"date":"2026-09-14T08:40:21","date_gmt":"2026-09-14T08:40:21","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=faq&p=145459"},"modified":"2026-09-14T08:40:36","modified_gmt":"2026-09-14T08:40:36","slug":"do-the-rules-apply-to-sales-orders-and-estimates-in-the-same-way-as-they-apply-to-invoices","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/do-the-rules-apply-to-sales-orders-and-estimates-in-the-same-way-as-they-apply-to-invoices\/","title":{"rendered":"Do the Rules Apply to Sales Orders and Estimates in the Same Way as They Apply to Invoices?"},"content":{"rendered":"

Yes. These rules apply to several Sales Cycle Outputs<\/strong>, including Sales Orders<\/strong>, Estimates<\/strong>, and Invoices<\/strong>, as well as other outputs. You can test these rules by navigating to the Sales Invoice or Estimate screens. The system automatically prevents applying any tax rate above 0% to the specified items in both types, using the same mechanism.<\/p>\n

\n","protected":false},"author":38,"template":"","categories":[2055,15529],"tags":[15586,15585,15588,15589,3879,8198,15587,15462,2365,2294,15580,15581,15460,15582,15583,15584],"class_list":{"0":"post-145459","1":"faq","2":"type-faq","3":"status-publish","4":"hentry","5":"category-external-apps-integration","6":"category-tax-exemption-rules-app","7":"tag-applying-exemption-rules-to-estimates","8":"tag-applying-exemption-rules-to-sales-orders","9":"tag-do-exemption-rules-apply-to-estimates","10":"tag-do-exemption-rules-apply-to-sales-orders","11":"tag-invoice-settings","12":"tag-sales","13":"tag-sales-cycle-outputs","14":"tag-tax-exemption-rules","15":"tag---en","16":"tag--en","17":"tag-------en","19":"tag----en","22":"tag--------e"},"yoast_head":"\nDo the Rules Apply to Sales Orders and Estimates in the Same Way as They Apply to Invoices? - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/faq\/do-the-rules-apply-to-sales-orders-and-estimates-in-the-same-way-as-they-apply-to-invoices\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Do the Rules Apply to Sales Orders and Estimates in the Same Way as They Apply to Invoices? - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Yes. These rules apply to several Sales Cycle Outputs, including Sales Orders, Estimates, and Invoices, as well as other outputs. You can test these rules by navigating to the Sales Invoice or Estimate screens. The system automatically prevents applying any tax rate above 0% to the specified items in both types, using the same mechanism.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/faq\/do-the-rules-apply-to-sales-orders-and-estimates-in-the-same-way-as-they-apply-to-invoices\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-14T08:40:36+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/do-the-rules-apply-to-sales-orders-and-estimates-in-the-same-way-as-they-apply-to-invoices\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/faq\/do-the-rules-apply-to-sales-orders-and-estimates-in-the-same-way-as-they-apply-to-invoices\/\",\"name\":\"Do the Rules Apply to Sales Orders and Estimates in the Same Way as They Apply to Invoices? - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2026-09-14T08:40:21+00:00\",\"dateModified\":\"2026-09-14T08:40:36+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/do-the-rules-apply-to-sales-orders-and-estimates-in-the-same-way-as-they-apply-to-invoices\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/faq\/do-the-rules-apply-to-sales-orders-and-estimates-in-the-same-way-as-they-apply-to-invoices\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/do-the-rules-apply-to-sales-orders-and-estimates-in-the-same-way-as-they-apply-to-invoices\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Do the Rules Apply to Sales Orders and Estimates in the Same Way as They Apply to Invoices?\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Do the Rules Apply to Sales Orders and Estimates in the Same Way as They Apply to Invoices? - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/faq\/do-the-rules-apply-to-sales-orders-and-estimates-in-the-same-way-as-they-apply-to-invoices\/","og_locale":"en_US","og_type":"article","og_title":"Do the Rules Apply to Sales Orders and Estimates in the Same Way as They Apply to Invoices? - Daftra Knowledge Base","og_description":"Yes. 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